Communication

Every conversation, one timeline.

Email, calendar, calls, texts, and internal notes collapse into a single record. Nobody reconstructs history before picking up the phone.

Inbox

Email and calendar sync

Connect Google or Outlook and work from one inbox. Sent mail, replies, and booked meetings attach themselves to the lead record, so the account history is written as the work happens rather than after it.

Calendar sync with task detail

Voice and text

Calling and SMS

Built-in VoIP with group numbers, voicemail drop, and recording. Dial from the record, text from the same screen, and let the log write itself while the rep keeps talking.

SMS conversation on mobile

Collaboration

Tasks and your team

Assignments, mentions, and shared context sit beside the conversation. A hand-off moves the work without moving the knowledge into a separate document.

Meetings with AI summary, transcript, and action items

One inbox. One record. One version of the truth.